This documentation is for Live Forms 9.0. Not for you? Earlier documentation is available too.

COVID-19 Response Info: At frevvo, our top priorities have always been employees and customers. We have taken several steps to promote the well-being of our people, to minimize services disruptions, and to help where we can. Visit our website for updates.

Rule Editor is now automatically expanded when you create a new rule. It is no longer necessary to click the pencil icon to define the rule.

Non Default Security Managers

Redirect to tenant's SAML URL if logging into a SAML tenant with Live Forms normal login URL

Warning message on the Manage Users page to remind the tenant admin that user changes made on this page will be overwritten when the user logs in. The tenant admin will see this message for SAML Security Manager tenants configured for Discovery mode (Authentication Only not checked)

Detect/log warning message when single formtype has more than one _types.xsd

Features Removed:

The "Close Window" Form Action wizard has been removed from Live Forms

The box connector is no longer supported by frevvo

frevvo is committed to making Live Forms more intuitive and easier to use. More features/improvements are coming in future releases.

On This Page:

Click here to see the features introduced in previous releases now included in v9.0

Installable Templates - Cloud Only

Looking for an example form/flow that you can use to build one that meets your business requirements? Whether you are new to Live Forms or a valued customer, pre-built templates are designed to let you quickly try a form/flow for evaluation.

When designer/tenant admin users login to a Live Forms tenant, several pre-installed form/flow templates appear in a box at the top of the Applications Home Page. Hover over any template and click the green button to install it into your Cloud tenant.

Now you can also search the list of available installable templates and install them in your Live Forms Cloud tenant with a single click. All Workflow Templates come with a Guided Tour that automatically launches after installation. The Guided Tour shows you how to run the workflow, explains application screens and guides you through some small modifications. Installable Templates are an excellent way to get started designing Forms and Flows.

Follow these steps to search the frevvo website for an Installable Template:

Log into your frevvo Cloud tenant as a designer user. This user must have the ability to create forms/flows (frevvo.Designer role). If you just signed up for your free trial tenant, try logging in with designer@<your tenant name>.

Click the More template apps button at the top of the page. You will see an All Templates tab and Category tabs created by the frevvo superuser i.e. HR, Finance, Education.

There are two ways to search for Installable Templates:

When the search screen displays, the All Templates tab is highlighted. Type your search criteria into the search box. Live Forms will search all available Installable Templates on the website.

Click a Category tab of interest and type your search criteria into the search box.

Templates that match the template name, description, category or tags set up by the frevvo superuser display. You will see this message if there are no matches.

Hover over the template of your choice and click Install. The selected template immediately appears in the application list. You will see the Forms/Flow Home page for that template. Refer to Templates for more information about this awesome feature.

Publish Flows as Templates

Designers can now publish form AND workflows they have created as templates. The ability to publish workflows as templates was only available for forms in previous releases. Form/Flow Templates make it easy to reuse existing work you have done in previously created forms/flows and to share that work with other designers.

Follow these steps to publish a workflow:

Click the Publish icon on the Flows Home Page for the workflow that you want to publish.

Fill in the fields on the workflow Publish Template wizard.

Template Name – This defaults to the name of your form. You can keep this name or overlay it with a different one.

Tags – Type at least one tag that will help you quickly find your template. Type as many tags as you like; if you type more than one, separate them with a comma or a space.

Categories - Check the category you want to assign the form to. If no categories appear in the wizard contact your tenant admin to create Categories. It is the responsibility of the tenant admin to create Categories and Manage Templates. You can assign the template to more than one category.

Make Public - Check this box to add your form/flow to a queue of Installable templates that can be made available to designers in all tenants. The frevvo global template administrator must share your Installable template across all tenants in the frevvo Cloud for your template to be available to everyone.

Description – Enter a description of your form that will display when Forms By Category or Forms By Tag is selected.

When you or other designers in your tenant are ready to use the published workflow template to create a different flow, click the Templates tab, select Forms/Flows by Category or Form/Flows by Tag then click the category/tag that you specified when you published it.

The Form and Flow Templates table displays

Click the Try icon for a preview of the workflow.

Click the Create icon to to add it to an existing application. If you do not select an application, Live Forms will create a new one for you.

Additional Locale options for Internationalization

Creole, Hatian (Creole) and Somali locale options have been added to the locale dropdown when internationalizing forms/flows.

Sign Up for a free Live Forms 30 day trial

A Free Signup button has been added to the Live Forms login screen. Click this button to sign up for a free Live Forms 30 day trial tenant. Install form/flow templates from our website to get started. Workflow templates automatically launch a Guided Tour to show you how to run the workflow, explain application screens and guide you through some small modifications.

Error Description Column in the Submissions Table

The Error and Error Description columns in the Submission table provide troubleshooting information if a submission logs an error. The Error column displays the error icon and the Error Description column shows a description of the error . The Error Description column has been moved to the last position in the table. Click the Plus icon to see this column if it is not automatically displayed.

Manage Logged in User Sessions through the Live Forms UI.

Users are reporting a Max user limit has been reached error message when they try to login to Live Forms? What does the Superuser/tenant admin(s) do? In v8.1, you no longer have to restart Live Forms or wait for the configured session timeout to terminate sessions.

The Manage User Sessions UI makes it easy for the Superuser/initial tenant admin or additional admins to see who is logged in and take action to terminate user sessions. Once the max user limit is reached, only the Superuser admin or the tenant admin that was set up when the tenant was created (initial) are allowed to login. Additional admin users will be prevented from logging in.

The current number of sessions in the tenant and the maximum session count based on your license.

A table of the currently logged in user sessions with columns providing the User Id, Login Time, Last Access Time, Is the user a designer?, User's device (phone/tablet/desktop) and the Session Timeout value configured for the tenant.

Option to send a customizable email to a user requesting they logout or kill a user session. The user is notified via email that their session has been terminated by an administrator.

Increased Maximum Size for Attachments

The maximum size for attachments uploaded to Upload controls in forms/flows in the frevvo Cloud has been increased to 20 MB (20971520 bytes). As a reminder, there are three places to set the maximum size of attachments in Live Forms.

The Live Forms server can be configured with a configuration property to specify the maximum size for attachments. The upper limit for attachments in the frevvo Cloud is 20 MB. Uploading attachments greater than this value shows this error message:

The value in this field overrides the max size value configured on the server level, as long as it does not exceed that value. For example, if the Server was set for 20 MB and the user profile was configured for 15 MB, the user sees this error message when trying to upload a 30 MB attachment:

Designers can specify the max file size per the Max Size property of individual Upload Controls. The image shows a 5 MB Max Size property specified for an Upload Control.

If a user uploads a file larger than 5 MB to this control, they will see this error

The value of the Max size property of individual Upload controls overrides the value per user which overrides the max size property on the server level. All values must be specified in bytes. If a maximum file size is specified at the server level, the values in the user profile Max Attachment Size field and the Upload Control Max Size property cannot exceed the server max size.

Redesigned Flow Designer Canvas

When you launch the Flow Designer, you will see a more intuitive canvas to create/edit workflows. Designer can quickly see how the flow is routed and have easy access to the properties for each workflow step.

Flow Step Properties are located on tabs that are easy to get to from the flow step or the Properties Navigator. Help text is provided to make configuration quicker and easier. Each tab contains a link to the documentation if more information is required.

Designers are notified if tabs contain invalid information and in some cases, you cannot continue until it is fixed.

Existing workflows will automatically be converted to the new format when the Cloud is upgraded. No worries - at runtime your existing flows will work as before but they will look different when you edit them in the Flow Designer.

Easily Add an Anonymous Step to your Workflow

Anonymous steps in a workflow are steps that are performed by an non-authenticated user. This means the user does not have to login to Live Forms to perform their step in the workflow.

This a common workflow scenario. Some examples are:

a Membership workflow that requires reference letters from an external person.

a Purchase Order Approval requiring the customers review and signature.

a workflow that is sent to an External Vendor for a Quote.

Anonymous steps are simply form steps that route to an email address in version 8.0. That's it.

Create an anonymous step in your workflow by following these simple steps:

Create the step you want the recipient to see or link to an existing one.

Click on the step then click the Edit Step Properties icon

Navigate to the Assignment tab.

Enter a valid email address in the Assign to Email field. Leave the Assign to User and Assign to Role fields blank. Only one email is allowed. Live Forms checks that the entered address is in the correct format for email. An error displays if it is not.

You can use Control Templates in the email field so that it’s dynamic. Enter the left curly brace - { - then start typing the control name and a pick list will appear with matching controls. Selecting the control form the list enters it into the field with the closing curly brace - }

Customize the email that the anonymous user receives. Control Templates can be used in the email Subject and Message for dynamic behavior as well.

Click Submit.

At runtime, the value in the Assign to Email field is evaluated and an email that contains a link to the anonymous step is sent. The recipient clicks the link to perform the anonymous step. Logging into Live Forms is not require

It is no longer a requirement to set the Who can start the form/flow permission to Anyone (No login required) - called Public in previous releases. The anonymous step will work with any of the Form/flow Visibility choices.

The Modify a Task feature now allows Tenant/flow administrators to reassign an anonymous step to a different email address.

Existing workflows, created with Email/Anonymous steps, will continue to work after the upgrade to v8.0. However, the ability to reassign an anonymous step to a different email address or rejection to an anonymous step are not available for workflows created with these types of steps. Please review Migrating Flows with EMAIL/Anonymous Task Steps for information to manually migrate these flows to take advantage of the new features.

Migrating Flows with Email or Anonymous Task Steps

Designing a workflow step performed by a non-authenticated (anonymous) user in previous versions required dragging/dropping an Anonymous Task Step from the Flow Designer Palette and configuring it with an email address. The step that followed the Anonymous Task Step was the actual step that the recipient would perform.This design approach was confusing and error prone.

Workflows with an Anonymous Task Step (those built in previous versions) will be supported only for a limited number of releases. Designers must manually convert these workflows to the v8.0 format. New to v8.0 is the ability to reassign or reject an anonymous step. After converting your workflow, designers can take advantage of this feature.

To convert your flow from pre v8.0 to v8.0, we suggest you follow the same procedure that you use to update any other form/flow in Production. Review Administrator Best Practices if you need a refresher.

To replace the production workflow with the updated flow, download the updated flow from your test tenant or designer test account.

Upload the updated workflow to your Production tenant. Be sure to check the checkbox to REPLACE an existing flow with the same ID. The checkbox to use existing schemas is checked automatically.

Workflows with steps performed by anonymous users no longer require the Who can start the form/flow (called Who can use the form/flow in previous releases) permission to be set to Anyone (No login Required) (called Public in previous releases). In version v8.0, you can change the Flow Visibility to one of the other choices and the workflow with the Anonymous step will still work.

Anonymous Steps and the Audit Trail

If your workflow was created in a version of Live Forms previous to v8.0, then the step performed by the customer (anonymous user) was designed by dragging an EMail or Anonymous Task step from the Palette and dropping it on the Flow Designer canvas. Workflows designed in this manner will still work but the Audit Trail will show the task in a WAITING state.

In version 8.0, the same flow can be designed by simply assigning the step to an Email Address. The Audit Trail, shows the step performed by the customer (anonymous user) in a Pending state and displays the Email address it was sent to.

Refresh Searchable Fields per Form/Flow

Designers now have the ability to run a Refresh Searchable Fields for an individual form or flow. You may want to run this process to update existing submissions to reflect changes to Searchable Fields. In previous releases, this process could only be performed by the tenant or superuser administrators and could only be done for the entire instance or the entire tenant.

Administrators can still run the process, of course but version 8.0 provides a way for form/flow owners ( the designer user that created the form/flow) or any designer user given the Who can edit the form/flow permission to run it for a single form/flow. The designer can start/stop/abandon the process and view a list of processes run.

It's easy. Simply login to your tenant as a designer user and click on the Refresh Searchable Fields icon that you see on the Forms Home Page or the Flows Home Page. Follow the onscreen directions or check the docs for more details.

Forms Home Page

Flows Home Page

View My Task

Let's say you submitted an Expense Report or a Vacation Request to your manager. A few days later, you want to check the status of your request and view the information you submitted. Live Forms users now have the ability to view completed tasks in a workflow that they performed. You search for your task and view the Audit Trail to see the progress of the workflow. You will see a new View icon for the steps that you performed. Click it and a read-only view of the workflow step with the submitted data displays. Screenflows and tasks with multiple submissions i.e. Save on Navigate is turned on, display a Next button to move forward. Only the last step will be viewable for multiple submissions but the first step displays when you click the View icon.

A watermark displays to to remind you that you can view data but you cannot change it.

Workflow Step Properties Wizard

The configuration/editing of workflow step properties is easier and more intuitive. The wizard consists of a series of easy to get to tabs designed to collect the necessary information for each property.

A Properties Navigatorprovides a quick view of important flow-step properties. This view changes based on the type of workflow step i.e. form, HTTP or Linked step.

There are three ways to open a properties tab:

Click on the workflow step then click the Edit Step Properties icon. Navigate to the relevant tab when the wizard appears.

Click anywhere in a section of the Properties Navigator for quick navigation to the relevant tab for immediate editing.

Click the Edit Step Properties icon in a section of the Properties Navigator.

Once the tab is displayed, the following features make the properties setup/editing easier to understand help with property

On hover feature providing explanatory help text

Links to the Live Forms documentation

Many fields have pick lists that can be filtered by typing ahead. Controls from your form/flow and built-in Live Forms templates appear in the dropdown lists. Fields are populated when you click on a dropdown choice.

Type a left curly brace - {followed by a control name then select the field from the pick list that displays and the selection will be added to the field as a Control Template automatically adding the right curly brace - } -.

Changes are saved when you click the Submit button. If there are invalid property settings on any of the tabs, tabs with validation errors are displayed in red with a red asterisk.

Dynamic Option Improvement

Options for Selection Controls (Dropdowns, Checkbox, Radio) are set up using the syntax: value=label. When these controls are used in a template, Live Forms uses the option label when resolving the template at runtime. This is desirable when you want your users to see the labels as options. If you are using the Dynamic Options feature and you have a template in the Options URL for a Selection Control, the template resolves to the label at runtime. This may cause the query to fail. Template syntax has been expanded to force the use of the true value as opposed to the option label if the template control is a Selection Control. Use {controlName.value} in place of {controlName} in the options URL to substitute the value instead of the label at runtime.

Message controls as a spacer

Message controls re commonly used as a spacer to center other controls in forms/flows. In previous releases, the Message property had to be set to a single space. The Message control can now be set to an empty string eliminating the need to add the space. Refer to Centering Images using the Message Control for an example.

IE11 Browser no longer supported for Design mode

The new Flow Designer UI is no longer supported in the Internet Explorer 11 browser. A warning message "The flow designer functionality is not supported in this browser" displays if IE11 is detected. Internet Explorer 11 is still supported when using forms/flows on a desktop.

Flow Visibility option description changed.

The explanatory text for the Who can use the form/flow permission in the Access Control list has been changed to Who can start the form/flow. The functionality remains the same.

Publish Trigger Control as a Control Template

The ability to publish a Trigger control as a Control Template has been restored. This feature will be supported in Live Forms v7.2.8+, v7.4.6+ and v8.0.0+ going forward.

Document Action Post Failures include the server name

When A Document Action post fails to reach it's destination, tenant/flow admins receive an email notifying the admins doesn't include any info about the server hosting the form which makes it impossible to know which environment the failure originated (e.g. app.frevvo.com vs staging-app.frevvo.com). The server name is now included in the message of the email.

Visual Rule Builder and Rules with Repeat or Table Controls

The Visual Rule Builder now adds the itemAdded code to a rule that references Repeat or Table controls. The itemAdded code is needed to guarantee that the rule runs when the user clicks the Plus icon to add a Repeating Section or a row. This code will be added to rules with/without conditions. It will not be added if the Initialization Only box is checked. Here is an example of a rule created using the Visual Rule Builder, that makes a Repeat Control visible when a text field starts with a.

Automatic Upgrade for Live Forms Online (Cloud Hosted) Customers

Live Forms Online cloud hosted customers will be automatically upgraded on 8/10/2019. The automatic cloud upgrade will be seamless. Cloud customers should review these topics to prepare for the new version of Live Forms.

Migration Considerations

Set up Form/Flow Properties with Helpful Wizards

The new Form/Flow Properties User Interface (UI) is intuitive and organizes logical groupings of related properties on individual tabs. Click the Edit Form/Flow Properties icon in the toolbar at the top of the Form/Flow work area to access the Properties Wizard. The Properties Navigator on the left side of the work area provides a quick view of the important settings for a form or flow. Clicking in a section of the Properties Navigator takes you directly to the tab within the Properties Wizard. Hover over any field on any tab for a helpful hint about the property. Links to the Live Forms documentation are also provided.

Form Actions and Document Actions included in Form/Flow Properties wizards

Form/Flow Actions and Document actions are now set up on tabs in the Edit Form/Flow Properties Wizard. Simply access the wizards by clicking on the Edit Form/Flow Properties icon in the toolbar of the Live Forms designers.

Click the Form/Flow Actions tab to set up what the user sees when the form/flow is submitted. Click the Document Actions tab to specify what happens to the data when the form/flow is completed.

Form and Document Action tabs

Flow and Document Action tabs

Workflow Task Design Considerations (Task for First Step)

Designers will now have the ability to define task boundaries at design time. In prior releases, task boundaries could be affected by runtime considerations. One example of this is if the next step in a flow was assigned to a role, and the current user had that role, they could complete the task in a screenflow. While convenient if appropriate, this model could allow them to complete a task not meant for them (for example, a user could potentially submit an expense report and approve it themselves.)

The designer now defines task boundaries by setting assignments (user, role or email address), so each flow step with an assignment is considered a new task. Any subsequent flow steps without assignment are considered part of screen flow of the same task. To preserve the convenience of a screenflow, if the next step is a new task and the current user is eligible to perform it, the user will be provided with a link to continue the flow in the same screen. When the user clicks the link to continue the flow execution, the flow will continue like a screen flow but a new task will be created behind the scenes.

The Task for First Step property was removed from the General Settings tab of flow properties.

Having an assignment to a flow step strictly enforces the task boundary and it is applicable for the first step of flow as well. This means to create a task for the first step there is no need to explicitly configure the Task for First Step property. Instead, configure the first step with an assignment.

Designers can now define flow level Access Control by selecting Custom in the Who can start the flow property and entering user(s) or role(s).

Migrating Existing Flows

Existing flows with an assignment at the first step to control Who can start the flow will be automatically migrated to Access Control during the upgrade process to v9.0.

If Task for First Step was set to false (unchecked) and there was a user or role(s) assigned to the first step of the flow, then the assignment would come off the first step and move to the Who can start the flow custom permission.

If Task for First Step was set to true (checked) and there was a user or role(s) assigned to the first step of the flow, then this would be considered as a valid assignment and there will be no change.

If Task for First Step was set to true (checked) and there was not a user or role(s) assigned to the first step of the flow, then this will no longer be a task for first step flow. It will be a normal flow.

If Task for First Step was set to false (unchecked) and there was not a user or role(s) assigned to the first step of the flow, then this would be considered as normal flow and there will be no change.

When a task that is routed to templatized user, role, or email resolves to null or empty string, the task will be assigned to the "invalid-task-assignment" userId and a notification with be sent to flow admin users (or tenant admin user if no flow admin is configured.) This will enable flow admin users to easily search mis-routed tasks assigned to the "invalid-task-assignment" userId and re-assign to valid user.

Changes to Live Forms passwords and the CSV upload

Tenant Admins can expire passwords by checking Change Password on Next Login on the Edit User page. Tenant Admins can also update current users or add new users by uploading a CSV file. For security, the CSV file does not include a password column.

Setting notifyIfNewUser to TRUE causes Live Forms to send an email notification to the user prompting them to create a password. The defaults setting for notifyIfNewUser is FALSE, which allows Admins to set up users without passwords initially, and notify them to create passwords later.

Set notifyIfNewUser to TRUE to send new users and current users without a password an email to create a password. Current users who already have a password will not receive a notification, even if notifyIfNewUser is set to TRUE.

Set notifyIfNewUser to FALSE to not send an email notifications.

Password Reset email links will expire in 6 hours.

Users added manually will not get an automatic email prompt, but can be required to update their password on next login. This is by design to allow Admin users to add users prior to production, and then notify them to update their password later.

Changing your password to the last known password is not allowed. This message will display on the Edit User and Change password screens.

Uploading Users via the API

The password column in a csv file that is uploaded to Live Forms will be ignored. Customers uploading users via the API will not experience a disruption in service. The password column can be removed from the csv file.

Box Connector

The box connector is no longer supported for Live Forms.

Microsoft Edge Browser

The Form Properties and Flow Properties windows are slightly slower to load on the Microsoft Edge browser than other browsers. This will be the case until Microsoft releases a version that supports custom elements and shadow DOM natively (date TBD).

Drag and Drop Enhancements

Enhancements to the drag and drop feature include increased padding around controls making the available drop space more intuitive, and allowing controls to be dropped into a section in the available space on any side of existing controls. When dragging a control to the design canvas, Live Forms will recognize the nearest control and prioritize placement to the right or below that control. The left side and top are also available by dragging the control in those directions.

Java/OpenJDK

Live Forms v9.0 was certified with JDK 11 (11.0.2) - OpenJDK. The cloud server will be upgraded to OpenJDK 11 with this release.

Java OpenJDK does not come with a JRE for download, unlike past Java versions.

On-premise Database and Filesystem Connectors for Cloud Tenants

Cloud customers running the Filesystem and Database connectors behind their firewall do not have to upgrade immediately. The existing JDK/connector(s) will continue to work with v9.0 for a limited time.

Use the recommended version of the connector(s) listed in the Release Notes.

Tomcat and Insight Server version Upgrades

The version of tomcat has been upgraded to 9.0.19 in the Live Forms Cloud.

The version of the Insight Server has been upgraded to Solr 7.5.0 in the Live Forms Cloud. Server functionality remains the same.

Internationalization Improvements

With the new Live Forms UI, several significant improvements were made regarding text externalization localization.

Previously, all externalized text was found in the "default" file located in WEB-INF/data/locales. The "default" file remains. However, there are now several new file for specific areas of the application. The names of these files is intended to indicate the area for which the file contains externalized text strings:

form-designer-properties

flow-designer-properties

flow-designer-step-properties

rule-builder

frevvo-ui (currently covers the template install dialog)

The scheme for placing locale-specific (language-specific) files into the WEB-INF/data/locales folder is similar to before. The "default" file is still copied and named "some-locale". The scheme for the other files is similar except that the locale is pre-pended onto the file. For example for french, "form-designer-properties" becomes "fr-form-designer-properties". Note that all 6 files are required for each locale in order for this to work properly. For example for french (fr), you must place the following files into WEB-INF/data/locales, even if not all of them are translated:

fr

fr-form-designer-properties

fr-flow-designer-properties

fr-flow-designer-step-properties

fr-rule-builder

fr-frevvo-ui

The way that locale/language is determined at run-time is unchanged from before. It may be set in the browser properties (preferred language) or using the locale=parameter on the form/flow type share URL (either edit or use mode)

Control Options/Dropdowns in Wizards

The control dropdowns in the Sharepoint and Filesystem Connector Wizards now display control names (not labels.) The Searchable Fields and Saved Fieldsproperties also display control names (not labels) in the Available Fields column. Hovering the cursor over a field name will display a tooltip that includes the control's section as well for clarity when multiple controls have the same name. This enhancement is consistent with other wizards throughout Live Forms and will increase accuracy and clarity when selecting controls.

Admin Warning for SAML Discovery Tenants

Tenants using a SAML Security Manager in discovery mode (with "Auth Only" unchecked) should not edit users or roles from the Manage Tenant page because changes made this way are temporary. The next time the user logs in the user will be re-synced via discovery -- deleted roles will be added back (if the user has them) and the user will be updated (roles added by admin will be deleted and roles deleted will be added back). In v9.0, a warning message will appear on the User List to alert the admin that they are in discovery mode and should make permanent changes in their IDP instead.

Adding a Rule

In prior versions, when adding a new rule the designer had to click the pencil icon to expand the rule properties. Now, when adding a new rule, the rule properties will automatically expand giving the designer quick access to the rule name, description and Visual Rule Builder.

Rule Enabled Checkbox in Collapsed View

The Enabled checkbox is now visible and accessible when rules are in collapsed view. This allows the designer to quickly enable/disable rules without editing/expanding each one.

Failure Notification for Doc Actions

E-mail notifications to form/flow admins upon Document Action failure will now include additional information to help the user identify the form/flow that is has a failure in order to correct it. Doc Action failure notifications will now include form/flow name, tenant, designer, and application.

Workflow Step Automatic Naming

New and Existing Forms added as workflow steps are automatically named "Step #." Dragging a New Form into the flow designer sets the step name to "Step #" and the form name to "Form #". Dragging a form that was previously created in the form designer sets the step name to "Step #" and leaves the form name unchanged. Use the pencil icon on the step to access the step Properties Panel and rename the step(s).

Email Option Enhancements

'CC' Functionality

In prior releases, the doc action Email allowed email submissions to multiple addresses, CC and BCC. In v9.0, the 'CC' functionality extends to workflow Task Assignment, Escalation Notification, and Escalation Reminders. This feature enables the designer to specify a 'CC' email which is useful in the following scenarios:

A task is assigned to an anonymous user, but the user does not get the task (due to a bounced email, or the user never opened the task.) In this scenario, the cc'd user/role can "grab" the Pending task and reassign or resend it.

Notifying a manager that a task has been sent to a new sales rep in training, so the manager will be able to monitor the trainee's tasks and follow up.

Notifying a second party for escalations to ensure follow up at this stage of the flow.

Note on Anonymous Tasks

The 'CC' function is intended to allow oversight of task assignment and the ability to access a task sent to an anonymous user. The first user who follows the task link will lock the task, so designers should be cautious when emailing an anonymous step to multiple recipients. One way to ensure the task is completed by the intended recipient is to include in the Email Message a statement that clarifies who should complete the task. i.e. "A copy of this message has been sent to your manager. Managers should not click the URL above."

Flows created in v7.x and earlier with the old anon step feature will not be enhanced to include this new CC feature. In order to access these features, please redesign 7.4 and earlier anon step flows to replace the old Anonymous Step with the new Assign to Email property.

Flows created in v8.x and later with the new simple anon step will now include CC: and upon upgrade those fields will be empty.

Single Email vs. Multiple Emails

In prior releases, scenarios that required emailing multiple users (such as assigning a task to a Role that multiple Users have) would send separate emails to each user in the list. In v9.0, these scenarios and the 'cc' functions described above will trigger a single email to be sent to all intended recipients. This will provide more efficient use of system resources and speedier processing.

Template Validation

Template references used in Live Forms will be automatically validated when the form/flow is first migrated from an earlier version into the v9.0 version, upon upload of a form/flow and upon saving a form/flow. If there is a previously existing typo in the control name, or if the control doesn't exist, then that template will have a validation error to alert the designer to the errors and guide the designer to correct them. Forms and flows with validation errors appear in the list of forms/flow with a pink/salmon background. This warning is non-fatal and will still allow the form/flow to run.

Any control that has a templatized property error will show an error message below it (red text on gold background).

Within a flow, any flow step containing a control that has a validation error (for a templatized property) will be shown in pink when not selected.

All properties on all tabs are immediately validated when the designer opens the Properties Wizard. Any tab containing an error will be displayed in red text.

Any templatized property that references a value to be supplied by _data (either the uploaded _data file or that supplied by the _data url parameter) that is not also a control name will result in a non-fatal validation error. In this situation, the designer can either ignore the error or, if the validation is for a flow/form or flow step property that prevents saving the properties, add a hidden control of the same name so that validation passes.

PDF Mapping Dialogue Improvement

Long control names and labels in the PDF Mapping Dialogue box display in truncated form, making it difficult to distinguish between similarly named controls when mapping PDFs using this method. In v9.0, hovering the cursor over the name or label in the PDF Mapping Dialogue box will display a tooltip with the full name or label visible. This feature will make it easier to distinguish between controls for mapping purposes.

Default Space

The tenant admin can set a default space by selecting from the drop down menu of spaces that have been created in Edit Tenant. Selecting a default space will cause task notification links to direct the user to the task and/or Task List rendered in the default space. If no default space is selected, Task Notifications direct user to the task/Task List in the tenant.

Expanded access to Operational Reports

By default, operational reports in a space only display if the space is accessed by the tenant administrator. Non-admin users that log into a space on a desktop will not see the links to the Operational Reports. The designer user that created the space (space owner) will see the report links but will receive an "Access Denied. Authentication required. Are you trying to access a private form or flow?" error message when they click on them.

However, tenant admins can assign other users the frevvo.Reports role which will allow them to view operational reports.

Assign frevvo.reports Role to a User:

1. Log-in to frevvo as a tenant admin (username admin@mycompany.com)

2. Click Manage Users in the menu on the left side.

3. Select a user (browse alphabetically or click All for a full list.)

4. Next to the user’s name, click Edit User

5. In the Role section, click the + to add a new role.

6. From the drop-down list, select the role frevvo.reports. Click Submit to save.

Now when the user logs in, they should see the Reports tab available on their home screen with the same report features that tenant admin users can view.

If a user with the frevvo.Reports role also has frevvo.Publisher or frevvo.ReadOnly roles assigned, the latter will take precedence and they will not see the reports tab.

Backdoor Admin for LDAP Security Manager tenants

In previous releases, the Tenant admin could login directly to Live Forms or login with a user id who has been given tenant admin permissions in your Active Directory. Tenants using the LDAP(s) Security Manager now have the ability to configure a Backdoor Admin account. This was not possible for this Security Manager in previous releases.

When you create a new tenant, you are prompted to set up a tenant admin user id, password and email address. This tenant admin does not authenticate via your LDAP IDP. It only exists in Live Forms. If you experience an issue with your LDAP configuration such that you can't login as an Active Directory authenticated user, this account provides a backdoor you can use to login to your tenant as a tenant admin in order to fix your configuration issue. The Backdoor Admin is able to access the Live Forms tenant admin functions if your LDAP Server should become inaccessible. Only one backdoor tenant admin account is supported.

Browse this URL to login as the Backdoor Admin: <base_URL>/frevvo/web/admin/login. The <base_URL> is typically http(s)://<your servername>:<port>. For cloud customers the <base> is always https://app.frevvo.com.

You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor admin.

Non admin users can also login using the admin specific URL.

If your tenant originally used the Default Security Manager and then you changed to the LDAP Security Manager, this tenant admin account has already been setup. If you have forgotten the password, you can change it by :

If logging in as the authenticated LDAP tenant admin is not possible, browse this admin specific URL - <base-url>/frevvo/web/admin/login. Enter the Backdoor Admin userId. Click Forgot Password? Once you have changed the password, browse the admin specific URL again and login with the tenant admin user id and the new password. If you need to change the password again, or make changes to your tenant, click the Edit Tenant link. The Backdoor Admin password can be changed on this screen.

This error message displays if any other user clicks on the Forgot Password? link after browsing the admin specific URL:

Changes to the Backdoor Admin for the Azure Security Manager

The Backdoor admin for a tenant configured with the Azure Security Manager has changed.

You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor admin. The <base_url> is typically http(s)://<your servername>:<port>. For cloud customers the <base_url> is always https://app.frevvo.com.

Changes to the Backdoor Admin for the SAML Security Manager

The Backdoor admin for a tenant configured with the SAML Security Manager has changed.

You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor admin. The <base_URL> is typically http(s)://<your servername>:<port>. For cloud customers the <base> is always https://app.frevvo.com.

This behavior has changed in v9.0. Cloud customers browsing app.frevvo.com or in-house customers browsing http://<servername>:<port>/frevvo/web/login attempting to log into a SAML or Azure tenant directly (user@saml or azure tenant name) will automatically be redirected to the SAML/Azure IDP login page.

Log Message Property Names

Log Message property names that include a . (period) make it difficult to filter these messages using cloud watch filters. Properties have been renamed to include the _ (underscore) instead of the . (period) i.e. tenant.id = tenant_id. frevvo Cloud log messages now include session information such as tenant_id, subject_id, correlation_d, session_id, owner_d, application._d, and type._d (formtype or flowtype).This additional information can be extremely helpful when troubleshooting errorsparticularly in the frevvo cloud environment.

Uploading Form/Flow Error Messages

Error messages have been updated on the Upload Form and Upload Flow features to reinforce best practices. When uploading a form/flow with the same ID as an existing form/flow, without checking Replace, a copy will be created and the designer will see an error message: "The form/flow that was uploaded matches the id of one that already existed so a copy was made. If you intended to replace the existing form/flow, delete the form/flow you just uploaded and upload it again but check off the ‘Replace’ option."

When uploading a form/flow with Replace checked that is currently being edited by another user, the designer will see this error message: "This form/flow is currently being edited by <user@tenant>. Please try again later."

Detect/log warning message when a single .formtype file has multiple _types.xsd files

Live Forms will detect a single .formtype file that references more than one _types.xsd. A Warn log entry will be added to the <frevvo-home>/tomcat/logs/frevvo.YYYY-MM-DD.log.

You May Notice...

The Close Window Form Action wizard has been removed.

The entire signature panel is now clickable in a Signed Section to enable the user to sign.

Forms/Flows using the f-submit-error css class and Message controls to warn users about invalid controls are automatically hidden when the form/flow becomes valid. Refer to Invalid Form Notification for Users for an example.